Bloomberg Daybreak: Asia Edition
Yellen China Visit, APAC Markets
Apr 8, 2024
Stephanie Leung, CIO at StashAway, Nancy Davis, Founder of Quadratic Capital Management, and Steven Schoenfeld, CEO of Market Vector Indexes, discuss global growth trends, market implications, inflation concerns, policy implications, and investment insights in the US and emerging markets. They analyze the American economy, interest rates, earnings growth, anticipated stock gains, market rotations, and emerging sectors in a bullish market.
23:12
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Quick takeaways
- US economy shows growth with concerns about inflation impacting global risk assets.
- Global manufacturing sector rebounding, leading to a shift in asset positioning towards cyclicals and commodities for potential growth re-acceleration.
Deep dives
US Economic Growth and Inflation Concerns
The podcast discusses the strong growth of the US economy and the concern regarding inflation. Initially, there were expectations of multiple interest rate cuts by the Fed, which have now been dialed back. The US labor market remains robust due to the structural shortage of labor workers. This trend of growth and potential inflation has wider implications for global risk assets.
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